Roy Kelsey has been an investment adviser representative at Financial Gravity Family Office Services since April 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
Roy Kelsey’s longest registration was 4 years at Cape Investment Advisory, Inc. (2019–2023). Before joining Financial Gravity Family Office Services in 2024, Roy Kelsey was registered through Cape Investment Advisory, Inc. and 401k Generation.
- – present · 2 yearsAltamonte Springs, FL · Adviser representative · Firm CRD 316024
- Cape Investment Advisory, Inc.– · 4 yearsAltamonte Springs, FL · Adviser representative · Firm CRD 146384
- 401k Generation– · under a yearLake Mary, FL · Adviser representative · Firm CRD 154279
- Skyview Wealth Management, LLC– · 3 yearsLongwood, FL · Adviser representative · Firm CRD 171077
- G. A. Repple & Company– · 1 yearMaitland, FL · Adviser representative · Firm CRD 17486
- Wells Fargo Advisors, LLC– · 3 yearsOrlando, FL · Adviser representative · Firm CRD 19616
- Suntrust Investment Services, Inc.– · 4 yearsFern Park, FL · Adviser representative · Firm CRD 17499
- Banc of America Investment Services, Inc.– · under a yearWinter Park, FL · Adviser representative · Firm CRD 16361
- Suntrust Securities, Inc.– · under a yearLeesburg, FL · Adviser representative · Firm CRD 17499
Investment adviser representative registrations
Roy Kelsey is registered as an investment adviser representative in 4 states. The first approvals date from April 2024; the most recent is Hawaii, in January 2026.
- ColoradoSince 13 January 2026
- FloridaSince 16 April 2024
- HawaiiSince 15 January 2026
- NebraskaSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 1 September 2005 |
| Series 66 | Uniform Combined State Law Examination | 30 January 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 July 1998 |
| Series 7 | General Securities Representative Examination | 1 June 1998 |
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Roy Edward Kelsey
- CRD
- 3013118
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- 999 Douglas Ave Ste 2216, Altamonte Springs, FL 32714
- Registration
- Investment adviser registration
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Roy Kelsey work?
Roy Kelsey is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Roy Kelsey a financial advisor?
Yes. Roy Kelsey has a current investment-adviser registration in Colorado, Florida, Hawaii and Nebraska, through Financial Gravity Family Office Services since April 2024.
How many years of experience does Roy Kelsey have?
Roy Kelsey has 22 years in the financial industry, since August 2004, across 8 adviser firms.
What exams has Roy Kelsey passed?
Roy Kelsey has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 24. The earliest, the Series 7, was passed in June 1998.
Where did Roy Kelsey work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, Roy Kelsey was registered through Cape Investment Advisory, Inc., March 2019 to December 2023; 401k Generation, March 2018 to March 2019; Skyview Wealth Management, LLC, July 2014 to June 2018; G. A. Repple & Company, January 2013 to August 2014; Wells Fargo Advisors, LLC, August 2009 to January 2013; Suntrust Investment Services, Inc., January 2005 to July 2009; Banc of America Investment Services, Inc., March 2003 to November 2003; Suntrust Securities, Inc., February 2003 to March 2003.
Where is Roy Kelsey based?
Roy Kelsey’s registered office is in Altamonte Springs, FL.
Is Roy Kelsey registered with FINRA?
No. Roy Kelsey has no current broker registration.
How can I verify Roy Kelsey’s record?
Search CRD 3013118 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roy Kelsey’s full registration record.